An Introduction to Butler
What is Butler?
Butler is a powerful tool that brings automation and insights to your Trello boards. Whether you want Butler to perform simple tasks on a single board using basic functionality or to supercharge your Trello workflow using major automations across your entire team, Butler can help.
Create buttons, rules, and even scheduled commands to perform different actions on your boards. Butler automatically reacts to your actions on the board, helping minimize the number of clicks needed to perform different tasks.
What is a Butler Command?
There are 5 types of Butler commands:
Basic Commands using the Command Builder
The command builder is where all Butler commands are created and managed. The builder can be accessed by clicking the Butler Button at the top of your Trello board, or in your board menu.
Card Buttons: Create buttons that will be accessible in a Trello card to perform a series of actions.
- Pick an icon for your button and give it a name. Select the action(s) you want Butler to perform each time the button is clicked.
- Card buttons are accessed from the card back and will perform specific actions in that card.
- A card button's trigger is the act of clicking it.
Board Buttons: Create buttons that will be accessible at the top of your board to perform a series of higher level actions.
- Board buttons are accessed from the top of the board and will perform actions in the lists specified.
- A board button's trigger is the act of clicking it.
Rules: Set up Rules to trigger commands that will perform specific actions when a certain condition is met.
- Create a rule by selecting a trigger and action for your command.
- When the trigger's condition is met in Trello, Butler will perform the specified actions on behalf of the rule's creator.
Calendar: Schedule commands for tasks the need to be done on a recurring basis.
- Schedule a command by choosing a time and action.
- A scheduled command's trigger is the time it is set to run.
Due date: Watch for upcoming due dates and process cards accordingly.
- Select a due date trigger and action.
- A due date command's trigger is when a card's due date matches the time set.
- Due date triggers are not retro-active.
Important Butler information
Butler uses quotas to ensure fair usage and prevent abuse. Learn more about Butler quotas here.
- The main quota is based on command runs, that is, the number of times your commands run on your behalf in a given month.
- Every press of a button, triggering of a rule, or scheduled command execution counts as a command run.
- Each paid user has a personal quota, which applies to boards outside their Gold subscription, Business Class team or Enterprise organization.